Our Top 5 Parts of Financial Planning

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 18 January 2023

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What do YOU look forward to when it comes to building and implementing your financial plan? If you're the average person online, you may think that a financial plan is all about building portfolios and managing investments. When you hear our top 5 favorite parts of a plan, you'll realize just how broad planning truly is and how many great opportunities you have in front of you. We'll share under-used strategies and tactics that you can implement immediately to have a big impact on your financial future.

Of course, that's not all. In our headlines segment, we dive into the Chinese stock market. Chinese stocks have been on a tear and we'll share what's going on in this market and how to use these gains to your advantage while building your portfolio. Of course, we'll also throw out the Haven Life line to a lucky Stacker and Doug will share his trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-things-we-love-about-financial-planning-1306

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

Enjoy!

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Transcript

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0:00.0	Good morning, Christopher Robin.
0:02.0	Oh, good morning, Winnie the Pooh.
0:08.0	Live from Joe's mom's basement, it's the Stacking Benjamin Show.
0:15.0	I'm Joe's mom's neighbor, Doug, and it happens to the best of us, but I'm stuck in a window.
0:31.2	Yes, Winnie the Pooh style.
0:33.7	Long story, tell you later, but luckily, my mic has a long cord and Joe's arms aren't tired yet.
0:40.3	Keep pushing back there, ma!
0:42.7	I may be stuck, but today we'll help you get unstuck with your money, and we'll list our top five parts of financial planning.
0:51.0	In our headlines, Chinese stocks are rocking.
0:56.3	Should you invest? We have thoughts.
1:03.4	And since I'm stuck here in the window, why don't we make lemons out of lemonade and I'll share some berry good trivia. Wait, is Winnie the poo even a bear? He's a poo, right? And and now two guys who will never let you get stuck in the
1:14.4	hole of bad investment it's joe and oh jia jia j j j jee and a happy wednesday to you, Stackers.
1:29.3	Hey, let me be the first to welcome you.
1:31.8	You're here.
1:32.5	You made it.
1:33.2	Sit back.
1:34.1	Grab your favorite beverage.
1:36.0	And let's enjoy some money nerdery for an hour with a guy across the card table from me, my good friend, OG.
1:42.2	How are you, man?
1:43.4	What's happening, bro? Dude, I am ready to How are you, man? What's happening, bro?
1:44.8	Dude, I am ready to... Sorry, bruh. What's happening, bro? No, no, no, no. We're not going to be
1:50.1	two finance bros of microphones. My, uh, my daughter who's six, says, instead of dad or daddy,
	...

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